William Henry Morgan

Current Employers

Employment History

• 10/2011 → 08/2018
  Lpl Financial Llc
  Hendersonville, TN
• 08/2018 → 11/2025
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → 03/2026
  Dempsey Lord Smith, Llc
  Rome, GA
• 11/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2026-01-16 → 2026-04-03
  Dempsey Lord Smith, Llc
  Goodlettsville, TN
  Rome, GA
  Rome, GA
• 2018-08-14 → 2025-12-31
  Dempsey Lord Smith, Llc
  Rome, GA
  Rome, GA
  Rome, GA
  Hendersonville, TN
  Goodlettsville, TN
• 2011-10-11 → 2018-08-27
  Lpl Financial Llc
  Clarksville, TN
  Carthage, TN
  Gallatin, TN
  Gordonsville, TN
  Hendersonville, TN
  Hendersonville, TN
  Lafayette, TN
  Portland, TN
  White House, TN
  Gallatin, TN
  Spring Hill, TN
  Clarksville, TN
  Hendersonville, TN
• 2012-05-03 → 2013-10-01
  Stratos Wealth Partners, Ltd
  Gallatin, TN
• 2009-01-15 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Gallatin, TN
  Gallatin, TN
  Gordonsville, TN
  Hendersonville, TN
  Hendersonville, TN
  Lafayette, TN
  Portland, TN
  White House, TN
  Carthage, TN
• 2007-07-27 → 2009-01-02
  First Horizon Advisors, Inc.
  Madison, TN
• 2006-07-19 → 2007-06-19
  Waddell & Reed
  Nashville, TN
• 2005-12-14 → 2006-04-13
  Equitable Advisors, Llc
  Nashville, TN

Other Businesses

1. DBA MORGAN WEALTH MANAGEMENT 160 Hours Per Month During Securities Trading. 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2005-07-11

Other Names

• Morgan
• Bill Morgan